Client Management Clients Numbers 
Nerd's Eye View
AUGUST 22, 2022
In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).
Nerd's Eye View
AUGUST 22, 2022
In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).
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Nerd's Eye View
OCTOBER 13, 2023
The study also identified factors that separated firms experiencing the greatest organic growth from others, which include offering a comprehensive suite of services, having a higher 'close' rate with prospects, and, perhaps counterintuitively, a lack of satisfaction with their client experience. Read More.
WiserAdvisor
FEBRUARY 21, 2023
Some studies also show that by 2034, the number of older adults will outnumber children. Due to the lack of technological know-how in the older generation, many scammers use new-age methods, such as obtaining passwords, account numbers, Social Security numbers, etc., Additionally, it also helps clients manage their money better.
Nationwide Financial
OCTOBER 10, 2022
In 2022, that number dropped 15 percentage points to 48%. That number is actually lower than last year, which may indicate that investors are getting used to living with volatile markets. Financial professionals should talk to clients about implications for their portfolio.”.
Nationwide Financial
AUGUST 14, 2022
National Financial Awareness Day is a great time for clients to reflect on their financial practices and plan for a more secure future. Setting goals, making small changes, and talking to you, their trusted advisor, can help clients build confidence in their own financial literacy. Financial Awareness Day. Savings Goals.
Good Financial Cents
JANUARY 18, 2023
From being able to provide rate estimates to prospective clients to responding to inquiries and even pitching life insurance policies, agents have a knack for understanding the ins and outs of life insurance. Knowing how much protection clients qualify for is a critical part of their job. Management and Leadership Skills.
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